Schedule and Recovery Toolkit

Plan activities, compare baseline and current dates, display a Gantt chart and track recovery actions.

This Excel template contains prepared working sheets and completion notes on a separate sheet. Enter your project data and review the completed workbook before use.

Prepare project brief

Includes date and variance formulas, a Gantt chart and recovery tracking for 60 activities. It does not calculate a critical path or resource leveling. Read Instructions before use.

The form prepares a separate brief; it does not fill the Word or Excel file.

Read product descriptions in your language. The Word and Excel template files are in English.

Schedule and Recovery Toolkit · Document preview — Selected page preview · XLSX

Learning

How to use this template

When you need it

Use this toolkit when delayed activities need a focused comparison of baseline and current dates, verified progress, and practical recovery actions, especially during coordination reviews of a defined package or critical delivery sequence.

What it helps you decide

It makes slippage and proposed intervention visible together, helping the team connect recovery discussions to actual activities and progress evidence rather than relying on general assurances that the completion date will be protected.

How to complete it

Identify Activity ID and WBS, then reconcile Baseline dates and Current dates with the relevant programme versions and the same reporting cut-off basis.
Record Progress from actual work evidence, checking that dates and completion descriptions reflect the same activity boundary rather than inconsistent interpretations of partial achievement.
Define Recovery actions linked to the delayed activities, then assess their feasibility through the relevant programme and decision records before treating proposed recovery as achieved.

Who prepares and reviews it

A planner normally maintains the toolkit with construction, engineering, procurement, and package leads. The project manager reviews feasible actions, while resource, commercial, and baseline authorities decide any commitments beyond the delivery team's existing authority.

A mistake to avoid

Entering desired recovery dates as current forecasts before checking activity logic and resource availability makes the tracker report an aspiration rather than an achievable programme.

Illustrative example

Illustrative example: a warehouse roof package slips after delayed steel deliveries. The toolkit compares baseline and current activity dates, records installed progress, and identifies a phased-delivery action. The planner checks the revised sequence against crane access before management accepts the action as a credible recovery measure.

Explore the wider topic

Document contents

Activity ID
WBS
Baseline dates
Current dates
Progress
Recovery actions

Required inputs

Project name, location, company, document number and revision
Actual project scope, source records and responsible roles

Practical tools.
Professional judgment.

Confirm the adopted edition, local amendments, National Annex where relevant, and contract requirements.